Mutual Advisors LLC Acquires 96,594 Shares of SoFi Technologies, Inc. $SOFI

Mutual Advisors LLC boosted its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 704.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 110,308 shares of the company’s stock after acquiring an additional 96,594 shares during the period. Mutual Advisors LLC’s holdings in SoFi Technologies were worth $3,097,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. SJS Investment Consulting Inc. increased its holdings in shares of SoFi Technologies by 840.3% during the third quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock worth $30,000 after buying an additional 1,000 shares in the last quarter. Salomon & Ludwin LLC acquired a new position in shares of SoFi Technologies in the 3rd quarter valued at about $29,000. ORG Partners LLC increased its stake in shares of SoFi Technologies by 230.6% in the 3rd quarter. ORG Partners LLC now owns 1,438 shares of the company’s stock valued at $38,000 after acquiring an additional 1,003 shares in the last quarter. Bartlett & CO. Wealth Management LLC grew its stake in shares of SoFi Technologies by 46.9% in the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock valued at $39,000 after buying an additional 469 shares during the period. Finally, Bfsg LLC increased its holdings in shares of SoFi Technologies by 200.0% during the third quarter. Bfsg LLC now owns 1,500 shares of the company’s stock valued at $40,000 after acquiring an additional 1,000 shares in the last quarter. 38.43% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Truist Financial decreased their price objective on SoFi Technologies from $31.00 to $28.00 and set a “hold” rating for the company in a report on Tuesday, November 25th. Citigroup raised their price objective on shares of SoFi Technologies from $28.00 to $37.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. UBS Group set a $24.50 target price on SoFi Technologies in a research report on Monday. Keefe, Bruyette & Woods lifted their target price on shares of SoFi Technologies from $18.00 to $20.00 and gave the stock an “underperform” rating in a research note on Wednesday, October 29th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $35.00 price target on shares of SoFi Technologies in a research report on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $25.44.

SoFi Technologies News Roundup

Here are the key news stories impacting SoFi Technologies this week:

• Positive Sentiment: Q4 blowout — management reported >$1 billion revenue, double‑digit adjusted net income margin and strong guidance for 2026; management flags continued cross‑sell and margin expansion, supporting faster EPS and revenue growth. SoFi Technologies: Blowout Q4 Earnings Meet Fearful Market
• Positive Sentiment: Operational strength — fee‑based revenue jumped ~53% YoY, deposits and originations remain large, and Q4 adjusted EBITDA/margins show improving operating leverage — factors that reduce balance‑sheet risk and boost profitability outlook. SoFi’s Pullback Before The Breakout
• Positive Sentiment: Street bull case: several analysts/commentaries argue the recent selloff is overdone given execution across lending, enterprise and fintech services — potential catalyst if sentiment reverts. SoFi: Selloff Looks Well Overdone As Execution Keeps Improving
• Neutral Sentiment: ETF closure — SoFi announced plans to liquidate the SoFi Next 500 ETF (SFYX) with final trading expected Feb 18; limited direct impact on core banking/business results but reduces product footprint. SoFi Announces Plan to Liquidate and Close the SoFi Next 500 ETF (SFYX)
• Negative Sentiment: Analyst price‑target cut — Needham lowered its target from $36 to $33 (remains a buy), which can temper near‑term upside and contributes to selling pressure. SoFi PT Lowered to $33 at Needham
• Negative Sentiment: Market reaction and valuation concerns — shares slid in premarket trading despite the beat; commentators note SOFI’s P/E and P/S remain well above sector medians, limiting immediate re‑rating without sustained outperformance. SoFi Slides In Monday Premarket Despite Q4 Earnings Beat, Strong Growth Outlook

Insider Activity at SoFi Technologies

In other news, CTO Jeremy Rishel sold 91,837 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total value of $2,446,537.68. Following the completion of the transaction, the chief technology officer owned 794,598 shares in the company, valued at $21,168,090.72. The trade was a 10.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Arun Pinto sold 46,132 shares of the stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $24.76, for a total transaction of $1,142,228.32. Following the transaction, the insider owned 138,396 shares in the company, valued at approximately $3,426,684.96. This trade represents a 25.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 167,245 shares of company stock valued at $4,362,815. 2.60% of the stock is owned by corporate insiders.

SoFi Technologies Price Performance

Shares of SOFI stock opened at $22.08 on Tuesday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.16 and a current ratio of 0.80. The business’s 50 day moving average price is $26.85 and its 200-day moving average price is $26.35. The firm has a market cap of $26.63 billion, a P/E ratio of 58.11, a P/E/G ratio of 1.41 and a beta of 2.13. SoFi Technologies, Inc. has a fifty-two week low of $8.60 and a fifty-two week high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings data on Friday, January 30th. The company reported $0.13 EPS for the quarter, topping the consensus estimate of $0.12 by $0.01. SoFi Technologies had a net margin of 13.34% and a return on equity of 6.48%. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $984.75 million. During the same period last year, the business posted $0.05 earnings per share. SoFi Technologies’s quarterly revenue was up 39.6% compared to the same quarter last year. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. On average, equities research analysts anticipate that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

SoFi Technologies Company Profile

SoFi Technologies, Inc (NASDAQ: SOFI) is a diversified financial services company that provides consumer-focused lending, banking, investing and financial technology products. The company’s core offerings include student loan refinancing and private student loans, personal loans, mortgage lending, and credit card products. In addition to credit and lending, SoFi operates consumer-facing deposit and cash management accounts, an investing and trading platform, and an insurance marketplace through partner relationships, all designed to serve individuals seeking an integrated digital financial experience.

SoFi has grown beyond direct-to-consumer lending by building technology and infrastructure capabilities.